The investment seeks current income and long-term growth of income; capital appreciation is a secondary objective... Show more
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Category ModerateAllocation
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SPFCX | 20.31 | 0.25 | +1.25% |
| PGIM Jennison Focused Growth C | |||
| WMLIX | 36.25 | 0.22 | +0.61% |
| Wilmington Large-Cap Strategy Instl | |||
| MSACX | 21.73 | 0.10 | +0.46% |
| Morgan Stanley Inst Passport ovrs eq I | |||
| RALOX | 11.74 | -0.05 | -0.42% |
| Lazard Real Assets Open | |||
| SHISX | 61.73 | -0.68 | -1.09% |
| BlackRock Health Sciences Opps Svc | |||
A.I.dvisor indicates that over the last year, CAPAX has been closely correlated with VTMFX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPAX jumps, then VTMFX could also see price increases.
| Ticker / NAME | Correlation To CAPAX | 1D Price Change % | ||
|---|---|---|---|---|
| CAPAX | 100% | +0.21% | ||
| VTMFX - CAPAX | 91% Closely correlated | +0.26% | ||
| HBLAX - CAPAX | 88% Closely correlated | -0.07% | ||
| HBLSX - CAPAX | 88% Closely correlated | N/A | ||
| HBLYX - CAPAX | 88% Closely correlated | -0.07% | ||
| BKMIX - CAPAX | 87% Closely correlated | +0.51% | ||
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